WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.51%
2 Industrials 12.05%
3 Technology 10.67%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$4K ﹤0.01%
+79
1202
$4K ﹤0.01%
+100
1203
$4K ﹤0.01%
+90
1204
$4K ﹤0.01%
+60
1205
$4K ﹤0.01%
+64
1206
$4K ﹤0.01%
+75
1207
$4K ﹤0.01%
+150
1208
$4K ﹤0.01%
+324
1209
$4K ﹤0.01%
+327
1210
$4K ﹤0.01%
+336
1211
$4K ﹤0.01%
+112
1212
$4K ﹤0.01%
+150
1213
$4K ﹤0.01%
+200
1214
$4K ﹤0.01%
+40
1215
$4K ﹤0.01%
+223
1216
$4K ﹤0.01%
+65
1217
$3K ﹤0.01%
+200
1218
$3K ﹤0.01%
+101
1219
$3K ﹤0.01%
+226
1220
$3K ﹤0.01%
+37
1221
$3K ﹤0.01%
+44
1222
$3K ﹤0.01%
+62
1223
$3K ﹤0.01%
+2,700
1224
$3K ﹤0.01%
+196
1225
$3K ﹤0.01%
+90
47 48
49
50 51